Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVS HEALTH Corp | 66,417 | reported | 01 Apr 2021 | tx 120+1,179,147−628,800 |
| Aramark | 22,603.4 | reported | 29 Aug 2019 | tx 27+22,603.4 |
| CHESAPEAKE UTILITIES CORP | 4,932 | reported | 06 May 2026 | tx 5+4,419 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | CHESAPEAKE UTILITIES CORP | 1,112 | 125.83 USD | |
| 07 May 2025 | GRANT_AWARD | CHESAPEAKE UTILITIES CORP | 895 | 134.05 USD | |
| 08 May 2024 | GRANT_AWARD | CHESAPEAKE UTILITIES CORP | 995 | 110.53 USD | |
| 03 May 2023 | GRANT_AWARD | CHESAPEAKE UTILITIES CORP | 765 | 124.12 USD | |
| 04 May 2022 | GRANT_AWARD | CHESAPEAKE UTILITIES CORP | 652 | 130.36 USD | |
| 01 Feb 2021 | GRANT_AWARD | CVS HEALTH Corp | 77,457 | 0.00 USD | |
| 01 Apr 2021 | TAX_WITHHOLDING | CVS HEALTH Corp | 35,120 | 74.30 USD | |
| 01 Apr 2021 | TAX_WITHHOLDING | CVS HEALTH Corp | 1,190 | 74.30 USD | |
| 12 Jan 2021 | SALE | CVS HEALTH Corp | 25,177 | 77.00 USD | |
| 12 Jan 2021 | EXERCISE | CVS HEALTH Corp | 25,177 | 74.29 USD | |
| 12 Jan 2021 | EXERCISE | CVS HEALTH Corp | 25,177 | 0.00 USD | deriv |
| 03 Apr 2020 | TAX_WITHHOLDING | CVS HEALTH Corp | 1,598 | 55.72 USD | |
| 01 Apr 2020 | TAX_WITHHOLDING | CVS HEALTH Corp | 1,109 | 58.34 USD | |
| 01 Apr 2020 | GRANT_AWARD | CVS HEALTH Corp | 98,558 | 58.61 USD | deriv |
| 28 Feb 2020 | GRANT_AWARD | CVS HEALTH Corp | 18,587 | 59.18 USD | |
| 28 Feb 2020 | TAX_WITHHOLDING | CVS HEALTH Corp | 6,202 | 59.18 USD | |
| 29 Aug 2019 | GRANT_AWARD | Aramark | 61 | 0.00 USD | |
| 30 May 2019 | GRANT_AWARD | Aramark | 70.85 | 0.00 USD | |
| 01 Apr 2019 | TAX_WITHHOLDING | CVS HEALTH Corp | 2,411 | 54.19 USD | |
| 01 Apr 2019 | GRANT_AWARD | CVS HEALTH Corp | 141,405 | 54.19 USD | deriv |
| 28 Feb 2019 | GRANT_AWARD | Aramark | 81.28 | 0.00 USD | |
| 28 Feb 2019 | TAX_WITHHOLDING | CVS HEALTH Corp | 3,015 | 57.83 USD | |
| 28 Feb 2019 | GRANT_AWARD | CVS HEALTH Corp | 6,952 | 57.83 USD | |
| 30 Jan 2019 | GRANT_AWARD | Aramark | 4,908 | 0.00 USD | |
| 06 Dec 2018 | GRANT_AWARD | Aramark | 50.93 | 0.00 USD |